Videos

Videos

An Attractive Emerging Markets Picture

An Attractive Emerging Markets Picture

Last week, the Wall Street Journal proclaimed that “emerging markets are having a banner year.” And I can’t disagree, but we didn’t start 2017...
The Cyclical Nature of Value Investing

The Cyclical Nature of Value Investing

One of my favorite things about working on the value side is that—to a large extent—it doesn’t matter what big events are swaying the...
Finding Income in Q2: Normalizing Rates and Political Risk

Fixed Income Investing in Q2: Normalizing Rates and Political Risk

The United Kingdom — and specifically its economy — has been subject to quite a bit of speculation since the Brexit vote last summer....
Opportunities in Value Investing

Opportunities in Value Investing

Regular blog readers might remember that my outlook from last quarter highlighted two industries: energy and healthcare. And guess what? They’re still on my...
Hope vs. Uncertainty: Investing Through Political and Policy Ambiguity

Hope vs. Uncertainty: Investing Through Political and Policy Ambiguity

Earlier this week, the head of our team referred to Q1 as a “mixed bag.” With both equities and fixed income up, I call...
Finding Income Opportunities in Bonds

Finding Income Opportunities in Bonds

In late 2016, the Federal Reserve raised rates. That’s interesting for a couple reasons. One, which received most of the headlines, is that this...
Relative Valuations: Better Stock Deals in Europe and Asia?

Relative Valuations: Better Stock Deals in Europe and Asia?

The first quarter of this year reminded me a lot of the movie “Forrest Gump.” Specifically, the part where Forrest compares life to a...
Thinking Globally in Bond Investing

Thinking Globally in Bond Investing

Being in the world of investments, it probably comes as no surprise that numbers are always top of mind. To some, they are just...
U.S. Policy Questions and Emerging Markets

U.S. Policy Questions and Emerging Markets

Any time I’m asked to share an outlook for emerging markets, I have to preface my response by reiterating how important it is to...
Real Estate in 2017: Investing in a Rising Rate Environment

Real Estate in 2017: Investing in a Rising Rate Environment

It’s often said that change is the only constant, and I couldn’t agree more. While 2017 is shaping up very well in the world...

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